What’s in Your Backpack? Must-Have Tools for Salesforce PMs and BAs in 2025

If you’ve ever gone on a camping trip without a multitool, you know the pain.

Same goes for managing Salesforce projects in 2025 without the right tech stack.

Today’s PMs aren’t just managing timelines. You're facilitating cross-functional collaboration, managing risk, aligning stakeholders, tracking velocity, and doing it all yesterday.

So here it is: the ultimate tool checklist for Salesforce PMs and BAs heading into the new year. These tools don’t just get the job done - they make sure the job gets done right.

💼 CAMP-Proven Tools Every Salesforce PM and BA Should Pack in 2025:

1. Jira - Agile tracking, backlog management, burndown charts. Pair with Confluence for the full Atlassian punch.

2. Notion - Your go-to project wiki. Clean, customizable, collaborative.

3. Slack + AI Add-Ons -Real-time updates, intelligent task nudges, and reduced meeting overhead.

4. Miro or FigJam - Great for discovery, retros, stakeholder mapping.

5. ClickUp or Asana - Alternative project dashboards with automation baked in.

6. Otter.ai - Auto-summarize your calls and extract tasks (a game-changer).

7. Zapier + Make (formerly Integromat) - Automate your cross-tool workflows. Connect Salesforce, Gmail, Jira, and more.

8. Loom - Replace meetings with short async updates and demos.

9. Tango - Instantly generate step-by-step guides for training and handover.

10. CAMP Docs + Templates - Battle-tested PM blueprints for planning, reset, and retros.

🔧 How CAMP Ties It All Together

You don’t need more tools. You need a system to make them work together.

That’s why we built the CAMP Methodology - to give PMs a repeatable, flexible framework that integrates your toolset into your delivery process.

Instead of duct-taping tools together, CAMP gives you:

✅ Pre-built templates for planning, kickoff, reset

✅ Communication cadences that plug into Jira, Slack, etc.

✅ A scalable method to deliver faster without burning out

Want to level up your toolkit and your process?🔗 Take the CAMP course → Course Link.